+28.9%
VCIT vs RBA
+224.6%
-195.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | -0.1% |
| 7D | +0.1% | +4.3% | -4.2% | -0.1% |
| 30D | +1.9% | +16.3% | -14.4% | +1.3% |
| 3M | -1.4% | +1.3% | -2.8% | -1.5% |
| 6M | -2.1% | -11.1% | +8.9% | -1.8% |
| YTD | -1.6% | -8.5% | +6.8% | -1.5% |
| 1Y | -0.9% | -2.1% | +1.2% | -1.1% |
| 3Y | +20.0% | +44.6% | -24.6% | +17.6% |
| 5Y | +3.1% | +36.8% | -33.7% | +0.9% |
| All | +28.9% | +224.6% | -195.7% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling